Our vision is based on our culture, values and behaviors. This way we achieve a greater shared focus and enable our people to see how their day-to-day work aligns with our overall aims. 

 Our vision is to:

• continue to be a leading independent provider of a range of financial services
• manage business risk to ensure that the interests of our clients continue to be at the forefront of everything we do
• be respected for the quality of our client service and trusted adviser approach
• be known for the depth and breadth of our service offering, with a presence in country and international reach through Kreston International
• generate returns to sustain and grow the business by putting clients at the center of our business
• foster an environment that develops, motivates and retains our people, and enables clients to receive suitable, professional advice and continuity from their individual adviser
• reward our key stakeholders – staff, partners and shareholders – while putting our clients’ best interests first
• ensure that current employees and partners who share our culture and values can build an ownership stake in the business, and that former employees and partners can retain an interest.